Outlook Integration

Outlook Integration

I have ACT 2009 Version 11 and have recently installed MS Outlook 2007. I have done as advised in the integration tutorial but no email correspondence sent and received through Outlook are not being recorded against the relevant contacts in ACT. Furthermore, there are no ACT icons in the toolbar even though it says in the "Trust Centre" that the ACT addinn is active! Any help in resolving this would be much appreciated.

Re: Outlook Integration

Welcome to the Sage ACT! Community. For a list of possible causes and solutions to this issue, please see the information in KB Article 19948. From what you are describing, it sounds like the ACT! address book has not been properly added to Outlook.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Re: Outlook Integration

Thanks for this. Have done as suggested but when I attempt to add the ACT Address Book I get a pop up that says "The Account you added is not fully configured . It might not work properly until re-configured correctly" and it wont let me complete the process. Any ideas??

Re: Outlook Integration

This sounds like the email account you set up in Outlook is not fully or properly configured. In Outlook go to Tools>Account Settings and under the Email tab, double-click on the mail account you setup and make sure it is fully set up. If there are no accounts listed there, click New and setup an email account. This is required before you can integrate with ACT! or other apps.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.